The Big Q: How Do You Break the Ice With New Clients?

Breaking the ice with new clients can be one of the most important interactions an advisor has. “I think it’s […]

What Clients, and Advisors, Misunderstand About Annuities: Advisors’ Advice

“Many people do not fully understand how annuities are taxed,” explains Todd Hall, CFP, AEP, CAP, director of financial planning […]

The Nasdaq Hit a Record. The Rally Might Just Be Getting Started.

The FANMAG group of stocks within big tech has gained an average of 4.5% over the past month, but their […]

CIO Stephanie Lang Returns to Yahoo!Finance to Discuss Last Week’s Fed News and Today’s Market Reactions

Despite the Fed’s announcement last week on an update to interest rate hike timelines, CIO Stephanie Lang explains there’s still […]

Principal Drew Klepchick, CFP® Spoke with Insider Magazine About Advising Pro Athletes

Pro athletes are busy people, and advisors need to be willing to work with hectic schedules. “If they’re playing well, […]

Schwab, Fidelity, or Both? Why Some Advisors Use Multiple Custodians

Advisors want a custodian “that will do what it can to help you grow,” says Andy Berg, HB’s CEO. More […]

Cohabitating Considerations with a Significant Other

By: Kory Gildea 05/28/2021 Frequently in modern society we’re seeing couples who choose to avoid the institution of marriage while […]

CIO Stephanie Lang Discusses the Index’s Most Recent Rotation Into Value Stocks with WSJ

Today marks the 125th anniversary of the Dow Jones Industrial Average! With ups and downs over the decades, CIO Stephanie […]

How Investors Can Determine if a Mega Backdoor Roth Is Right for Them

Adam Fuller, CFA, CFP, principal at Homrich Berg, explains how investors can determine if a mega backdoor Roth is right […]

CIO Stephanie Lang Provides Insight Into Where Investors Can Look for Higher Earnings in Barron’s

Growth equities may have slid yesterday, but value stocks fared much better. CIO Stephanie Lang provides insight into where investors […]